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Building 2HELIX INVESTMENT PARTNERS LLC

Map pinSAN DIEGO, CA
Phone619-283-3550
NotebookSEC #801-46298
Total AUM
$253.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3511 CAMINO DEL RIO SOUTH
SUITE #301
SAN DIEGO
CA 92108
USA
Operating Hours
6:15 AM TO 3:15 PM
Monday - Friday
Phone
619-283-3550

ReceiptFinancials

Total AUM
$253.9M
Accounts
6
Discretionary
$253.9M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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